Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTMAX (TARGET MANAGED ALLOCATION FUND TARGET MANAGED ALLOCATION FUND) | 9.21% | 22.87% | 16.09% | 7.10% | 9.12% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTMAX (TARGET MANAGED ALLOCATION FUND TARGET MANAGED ALLOCATION FUND) | 09/18/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 22.87 | 16.09 | 7.10 | 9.12 | NA | NA | … | … | 9.21 | 15.25 | 13.81 | 14.39 | -20.44 | 21.52 | 13.42 | 22.65 | -9.00 | 13.52 | 8.43 | -0.95 |
| Sharpe Ratio | NA | 1.66 | 0.98 | 0.30 | 0.48 | NA | NA | … | … | 1.40 | 0.84 | 0.82 | 0.86 | -0.93 | 1.56 | 0.46 | 2.27 | -0.79 | 2.10 | 1.03 | -0.37 |
| Standard Deviation(%) | NA | 12.63 | 13.32 | 16.04 | 15.89 | NA | NA | … | … | 14.84 | 14.80 | 12.44 | 12.66 | 23.71 | 13.75 | 28.43 | 9.34 | 13.20 | 6.15 | 7.98 | 8.98 |
| Draw Down(%) | NA | 9.41 | 17.34 | 26.37 | 30.65 | NA | NA | … | … | 9.41 | 17.34 | 10.86 | 9.27 | 26.37 | 5.91 | 30.65 | 4.19 | 17.13 | 2.68 | 5.50 | 4.35 |
| Yield(%) | 0.00 | 7.22 | 4.12 | 6.88 | 7.20 | 4.93 | 3.70 | … | … | 0.00 | 7.38 | 1.80 | 1.60 | 3.40 | 26.26 | 6.31 | 5.66 | 9.00 | 1.26 | 1.46 | 1.21 |
Data as of 06/04/2026, Common starting date is 09/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTMAX (TARGET MANAGED ALLOCATION FUND TARGET MANAGED ALLOCATION FUND) |
0.30%
Mar 2017 – Mar 2020 |
3.73%
Sep 2017 – Sep 2022 |
8.11%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTMAX (TARGET MANAGED ALLOCATION FUND TARGET MANAGED ALLOCATION FUND) |
19.13%
Dec 2018 – Dec 2021 |
11.80%
Dec 2016 – Dec 2021 |
9.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart